Tax Letter 2026

About Filing Taxes for 2025

To help you prepare for the upcoming tax season in the most efficient and organized way, we have outlined a few important items below.

1. Accessing Your Tax Documents Online

Your official tax slips including T3, T5, and T5008 (where applicable) are available through your online account under:

Documents → Tax Slips

For clients who require additional details related to non‑registered accounts, including capital gains or losses and management fees, the following reports can be found under:

Documents → Internal Reports

2. Please Do Not File Your Taxes Before April 1

Tax slips may be issued or amended up until March 31. While you may forward available information to your accountant for preparation, we recommend waiting until after April 1 to officially file your return to ensure all documents have been finalized.

3. Tax Reports for Non‑Registered Accounts

If you hold non‑registered accounts, the following reports will be available in your online access under Documents → Internal Reports:

  • Realized Capital Gains and Loss Reports

  • Fee Report (Management Fees and HST)

  • Foreign Property Report (where applicable)

  • List of your expected tax slips

4. Tax Slips for Non-Registered account

Tax slips generated by National Bank Financial are available either online or by mail, depending on the delivery preference you selected when setting up your online access. Please note that your selected delivery method cannot be changed until after the current tax season. You may receive the following slips, where applicable also from third-party firms if there are held in your portfolio:

  • T3 and T5 slips

  • Investment income summary

  • T5008 slips

Clients with Registered accounts may also receive:

  • Contribution receipts

  • T4 slips for RRSP, RRIF, or LIF withdrawals

5. Sending Information Directly to Your Accountant

If you would like us to send tax information directly to your accountant on your behalf, authorization is required. Please complete the Authorization to Communicate with Third Parties form and return it to us:

Click here to complete the Authorization form

This form can be completed electronically. If you require assistance or need a referral to an accountant, please contact our office and we would be pleased to help.

PLEASE NOTE: If you have already completed this authorization form in the past and continue to work with the same accountant, you do not need to complete it again. Please simply email our office confirming that you would like us to send your tax information directly to your accountant.

6. Questions or Assistance

If you have any questions or need assistance accessing your documents or understanding the information provided, please contact Jordan Dickson at jordan.dickson@nbc.ca or 905‑433‑0215.

We are always here for you.